Remote Benefits Consultant

AO Garcia Agency; Fort Collins (CO); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships after the initial meeting. This role is conducted from home and includes full training and a clear path for advancement.

You will handle admin tasks such as notes, appointments, and CRM hygiene while using a current tech stack to support client discussions and follow‑ups.

Responsibilities

• Assess client needs and present options after the initial meeting.
• Maintain client relationships and follow up after the first meeting.
• Handle admin tasks such as notes, scheduling, and CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant who assesses client needs, presents options, and maintains relationships after the initial meeting. This role is conducted from home and includes full training and a clear path for advancement.

You will handle admin tasks such as notes, appointments, and CRM hygiene while using a current tech stack to support client discussions and follow‑ups.